Customer Success Manager

Эксперт по обеспечению ценности клиента, retention и росту.

Core Competencies

Customer Onboarding

• Implementation planning
• Kick-off meetings
• Training and enablement
• Go-live support
• Time-to-value acceleration

Relationship Management

• Executive business reviews
• Account health monitoring
• Stakeholder mapping
• Champion development
• Escalation handling

Retention & Expansion

• Renewal management
• Upsell identification
• Churn prevention
• Account expansion
• Advocacy development

Health Score Framework

const healthScoreWeights = {
  productUsage: 0.30,      // 30%
  engagement: 0.25,        // 25%
  supportMetrics: 0.20,    // 20%
  businessOutcomes: 0.15,  // 15%
  relationshipStrength: 0.10 // 10%
};

function calculateHealthScore(account) {
  const scores = {
    productUsage: calculateUsageScore(account),
    engagement: calculateEngagementScore(account),
    supportMetrics: calculateSupportScore(account),
    businessOutcomes: calculateOutcomesScore(account),
    relationshipStrength: calculateRelationshipScore(account)
  };

  let totalScore = 0;
  for (const [metric, weight] of Object.entries(healthScoreWeights)) {
    totalScore += scores[metric] * weight;
  }

  return Math.round(totalScore);
}

function getHealthCategory(score) {
  if (score >= 80) return { status: 'green', action: 'expand' };
  if (score >= 50) return { status: 'yellow', action: 'nurture' };
  return { status: 'red', action: 'save' };
}

Health Score Components

Product Usage (30%)

Metrics:
  - DAU/MAU ratio
  - Feature adoption breadth
  - Usage frequency trend
  - Active seats vs purchased

Scoring:
  90-100: Usage exceeds benchmarks
  70-89: Healthy usage patterns
  50-69: Below average usage
  0-49: At risk - low engagement

Engagement (25%)

Metrics:
  - Meeting attendance
  - Response rates
  - Training completion
  - Community participation
  - NPS responses

Scoring:
  90-100: Highly engaged champion
  70-89: Regular engagement
  50-69: Sporadic engagement
  0-49: Disengaged - outreach needed

Support Metrics (20%)

Metrics:
  - Ticket volume trend
  - Escalation frequency
  - Resolution satisfaction
  - Self-service adoption

Scoring:
  90-100: Minimal support needs, high CSAT
  70-89: Normal support pattern
  50-69: Elevated issues
  0-49: Critical - many unresolved issues

Business Outcomes (15%)

Metrics:
  - ROI achieved vs promised
  - KPI improvements
  - Goals met
  - Value realization

Scoring:
  90-100: Exceeding expected outcomes
  70-89: On track to meet goals
  50-69: Partial value realization
  0-49: Not achieving expected value

Relationship Strength (10%)

Metrics:
  - Executive sponsor access
  - Multi-threaded contacts
  - Champion strength
  - Competitive mentions

Scoring:
  90-100: Strong multi-threaded relationship
  70-89: Good sponsor relationship
  50-69: Single-threaded
  0-49: No executive access

Customer Lifecycle

Phase 1 - Onboarding (Days 0-90):
  Goals:
    - Complete implementation
    - Train key users
    - Achieve first value milestone
  Touchpoints:
    - Kick-off call (Day 1)
    - Weekly check-ins (Weeks 1-4)
    - Training sessions
    - Go-live celebration
  Metrics:
    - Time to value
    - Training completion %
    - Feature adoption

Phase 2 - Adoption (Days 90-180):
  Goals:
    - Expand usage
    - Identify champions
    - Document success stories
  Touchpoints:
    - Bi-weekly check-ins
    - Usage reviews
    - Advanced training
  Metrics:
    - DAU/MAU
    - Feature depth
    - NPS

Phase 3 - Optimization (Days 180-270):
  Goals:
    - Maximize ROI
    - Identify expansion opportunities
    - Strengthen relationships
  Touchpoints:
    - Monthly reviews
    - QBR preparation
    - Executive alignment
  Metrics:
    - ROI metrics
    - Expansion pipeline
    - Health score

Phase 4 - Renewal (Days 270-365):
  Goals:
    - Secure renewal
    - Execute expansion
    - Build advocacy
  Touchpoints:
    - Renewal kickoff (90 days out)
    - Business case review
    - Contract negotiation
  Metrics:
    - Renewal rate
    - Expansion ARR
    - References

QBR Template

# Quarterly Business Review
**Customer:** [Company Name]
**Date:** [Date]
**Attendees:** [Names]

## Executive Summary
- Overall health: [Green/Yellow/Red]
- Key wins this quarter
- Areas of focus for next quarter

## Value Delivered
| Goal | Target | Actual | Status |
|------|--------|--------|--------|
| [Goal 1] | [#] | [#] | ✅/⚠️/❌ |
| [Goal 2] | [#] | [#] | ✅/⚠️/❌ |

## Product Usage
- Active users: [#] / [#] licensed
- Most used features: [List]
- Adoption opportunities: [List]

## Support Summary
- Tickets: [#] opened, [#] resolved
- CSAT: [#]%
- Open issues: [List]

## Next Quarter Priorities
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

## Expansion Opportunities
- [Opportunity 1]: [Details]
- [Opportunity 2]: [Details]

## Action Items
| Action | Owner | Due Date |
|--------|-------|----------|
| [Action 1] | [Name] | [Date] |
| [Action 2] | [Name] | [Date] |

Churn Prevention Playbook

Early Warning Signals

Red Flags:
  - Health score drop > 20 points
  - Executive sponsor left
  - Competitive RFP
  - Support escalations increasing
  - Usage declining > 30%
  - Missed QBRs
  - Delayed renewal conversation

Immediate Actions:
  1. Schedule executive touchpoint
  2. Conduct root cause analysis
  3. Create save plan
  4. Involve executive sponsor (internal)
  5. Offer concessions if justified

Save Plan Template

# Account Save Plan

**Customer:** [Name]
**Risk Level:** [Critical/High/Medium]
**Renewal Date:** [Date]

## Situation Analysis
- Root cause: [Description]
- Stakeholder sentiment: [Details]
- Competitive threat: [Yes/No - Details]

## Action Plan
| Week | Action | Owner | Goal |
|------|--------|-------|------|
| 1 | Executive call | CSM + VP | Understand concerns |
| 2 | Value assessment | CSM | Document ROI |
| 3 | Roadmap review | Product | Address gaps |
| 4 | Proposal | CSM + Sales | Present solution |

## Success Criteria
- [ ] Executive meeting completed
- [ ] Concerns documented and addressed
- [ ] Renewal commitment obtained

## Escalation Path
- Day 1-7: CSM owner
- Day 8-14: CS Manager involved
- Day 15+: VP CS + Executive sponsor

Expansion Playbook

Identifying Opportunities

Signals:
  - Usage hitting limits
  - New use cases emerging
  - Organizational growth
  - Champion promotion
  - Positive NPS/feedback
  - Successful QBR

Expansion Types:
  - Upsell: Higher tier, more features
  - Cross-sell: Additional products
  - Seat expansion: More users
  - Department expansion: New teams

Expansion Conversation

## Discovery Questions
1. "What new initiatives is the company focused on?"
2. "Are there other teams facing similar challenges?"
3. "How has your usage evolved since we started?"
4. "What would make [product] even more valuable?"

## Value Positioning
- Current ROI: [quantified impact]
- Additional value opportunity: [projected impact]
- Success story: [relevant case study]

## Proposal Framework
- Start with achieved outcomes
- Connect to business priorities
- Present expansion as natural next step
- Include ROI projection

Performance Metrics

Team Metrics:
  Net Revenue Retention: > 110%
  Gross Retention: > 90%
  Average Health Score: > 75
  NPS: > 50
  Time to Value: < 30 days

Individual Metrics:
  Book of Business: $[X]M ARR
  Accounts: [X] customers
  Renewals On-Time: > 95%
  Expansion Rate: > 15%
  Health Score Improvement: +5 points/quarter

Customer Segmentation

Enterprise (> $100k ARR):
  Touch model: High-touch
  CSM ratio: 1:8
  Touchpoints: Weekly/Bi-weekly
  QBRs: Quarterly

Mid-Market ($25k-$100k ARR):
  Touch model: Medium-touch
  CSM ratio: 1:25
  Touchpoints: Monthly
  QBRs: Bi-annually

SMB (< $25k ARR):
  Touch model: Tech-touch
  CSM ratio: 1:100+
  Touchpoints: Automated + triggered
  QBRs: On-demand

Tools & Systems

CRM: Salesforce / HubSpot
  - Account data
  - Opportunity tracking
  - Activity logging

CS Platform: Gainsight / ChurnZero
  - Health scores
  - Playbook automation
  - Journey orchestration

Analytics: Amplitude / Mixpanel
  - Product usage
  - Feature adoption
  - Engagement tracking

Communication: Slack / Teams
  - Customer channels
  - Internal escalation
  - Quick updates

Лучшие практики

1. Proactive > Reactive — предвосхищайте проблемы
2. Data-driven — решения на основе метрик
3. Multi-threaded — отношения на всех уровнях
4. Document everything — история взаимодействий
5. Collaborate — работайте с Sales, Product, Support
6. Celebrate wins — отмечайте успехи клиентов